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Mark R Waltersheide

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Mark R Waltersheide

Trust Investment Officer | Wells Fargo Advisors

Ohio, Dayton, United States

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Mark R Waltersheide

Summary

Mark R Waltersheide is a seasoned investment professional with extensive experience in the financial services industry. As the First Vice President and Investment Officer at Wells Fargo Advisors, he has cultivated a deep understanding of investment strategies and client management. His previous role at Morgan Stanley as Vice President further solidified his expertise in navigating complex financial landscapes. Mark holds a Bachelor's degree in Finance and Financial Management Services from Wright State University, showcasing his academic foundation in finance. He has a knack for adapting to regulatory environments, particularly in insurance and government sectors. With over a decade of experience, he is well-versed in both corporate and investment advisory roles. His leadership in investment services positions him as a trusted advisor in the financial community. Mark's commitment to client success and investment prudence is evident in his professional journey. He is dedicated to staying ahead of market trends and regulatory changes that impact investment strategies.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Organisational experience

Corporate Experience

Mark R Waltersheide

Work Experience

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Trust Investment Officer at

Peoples Savings Bank of Troy

July 1995 - October 2003

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Financial Consultant at

A. G. Edwards

October 2003 - February 2008

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Vice President, Investment Officer at

Morgan Stanley

February 2008 - November 2013

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First Vice President-Investment Officer at

Wells Fargo Advisors

November 2013 - Present

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Mark R Waltersheide

Education

Wright State University, Bachelor's degree, Finance and Financial Management Services

Frequently Asked Questions about Mark R Waltersheide

What is Mark R Waltersheide email address?

Mark R Waltersheide's primary email address is *****************@wellsfargoadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Mark R Waltersheide work for?

Mark R Waltersheide is a Trust Investment Officer at Wells Fargo Advisors.

Where Mark R Waltersheide graduated from?

Mark R Waltersheide holds a degree in null from Wright State University.

How can I directly contact Mark R Waltersheide?

To contact Mark R Waltersheide directly, you can use the email address *****************@wellsfargoadvisors.com. Complete contact information is available upon registration with Muraena.

Who is Mark R Waltersheide?

Mark R Waltersheide is a seasoned investment professional with extensive experience in the financial services industry. As the First Vice President and Investment Officer at Wells Fargo Advisors, he has cultivated a deep understanding of investment strategies and client management. His previous role at Morgan Stanley as Vice President further solidified his expertise in navigating complex financial landscapes. Mark holds a Bachelor's degree in Finance and Financial Management Services from Wright State University, showcasing his academic foundation in finance. He has a knack for adapting to regulatory environments, particularly in insurance and government sectors. With over a decade of experience, he is well-versed in both corporate and investment advisory roles. His leadership in investment services positions him as a trusted advisor in the financial community. Mark's commitment to client success and investment prudence is evident in his professional journey. He is dedicated to staying ahead of market trends and regulatory changes that impact investment strategies.

Mark`s contact details

mail

*****************@wellsfargoadvisors.com

Colleagues

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Harold Weber

First Vice President

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Harry Hendricks

Senior Financial Consultant

Haynes Huffard

Sales Representative

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Heather Mudgett

Registered Sales Assistant

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Helen Irungu

Registered Representative, District Manager

Mark Pignotti

Senior Vice-President

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Mark Saroka

Financial Advisor

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Mark Schaaf

Financial Advisor, Managing Director-Investments

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Mark Schlig

Vice Presidents, Investments

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Mark Serby

District Director/Senior Vice President

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